Anic Equity¶
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Total return since start: 0.607 %¶
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Equity now: -----------------------------> 49102.27 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45040.73 Kr¶
PnL: ---------------------------------------> -15.27 Kr¶
DD now: ---------------------------------> -7.564 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-05 14:55:38.470947'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.140000 | 1665.360000 | 196.360000 | 13.370000 | 1468.999998 |
| Orrön Energy | 180 | -2.170000 | 2154.600000 | 111.600000 | 5.460000 | 2043.000000 |
| Atrium Ljungberg B | 5 | -0.250000 | 992.500000 | 57.500000 | 6.150000 | 935.000000 |
| Sagax B | 4 | 0.530000 | 902.000000 | 48.000000 | 5.620000 | 854.000000 |
| Sagax A | 4 | 0.000000 | 896.000000 | 42.000000 | 4.920000 | 854.000000 |
| Hoist Finance | 35 | 0.170000 | 1018.500000 | 38.500000 | 3.930000 | 980.000000 |
| Catena | 2 | -1.000000 | 830.400000 | 38.400000 | 4.850000 | 792.000000 |
| Platzer Fastigheter Holding B | 12 | -2.710000 | 992.400000 | 31.400000 | 3.270000 | 960.999996 |
| Hexatronic Group | 12 | -0.460000 | 997.200000 | 30.200000 | 3.120000 | 966.999996 |
| JM | 6 | -1.200000 | 891.600000 | 27.600000 | 3.190000 | 864.000000 |
| Sedana Medical | 93 | -4.680000 | 2537.040000 | 16.040000 | 0.640000 | 2521.000011 |
| OX2 | 13 | 1.090000 | 965.250000 | 15.250000 | 1.610000 | 949.999999 |
| Bilia A | 8 | -0.520000 | 911.200000 | 11.200000 | 1.240000 | 900.000000 |
| Biotage | 7 | -0.660000 | 951.300000 | 10.300000 | 1.090000 | 940.999997 |
| HEXPOL B | 9 | 0.090000 | 1028.700000 | 7.700000 | 0.750000 | 1020.999996 |
| Gränges | 9 | -0.960000 | 933.300000 | 5.300000 | 0.570000 | 927.999999 |
| VEF | 909 | -2.950000 | 1852.540000 | 2.540000 | 0.140000 | 1850.000436 |
| AcadeMedia | 8 | -1.480000 | 400.400000 | -1.600000 | -0.400000 | 402.000000 |
| BioGaia B | 8 | -2.360000 | 928.000000 | -2.000000 | -0.220000 | 930.000000 |
| Byggmax Group | 33 | -2.710000 | 947.100000 | -8.900000 | -0.930000 | 956.000001 |
| Clas Ohlson B | 12 | -2.070000 | 963.600000 | -9.400000 | -0.970000 | 972.999996 |
| ASSA ABLOY B | 3 | -1.890000 | 765.000000 | -14.000000 | -1.800000 | 779.000001 |
| EQT | 4 | -2.300000 | 817.200000 | -14.800000 | -1.780000 | 832.000000 |
| Creaspac SPAC | 39 | -0.110000 | 3693.300000 | -24.700000 | -0.660000 | 3717.999987 |
| Nordic Waterproofing Holding | 7 | -1.170000 | 942.200000 | -24.800000 | -2.560000 | 966.999999 |
| Alimak Group | 11 | -1.920000 | 900.900000 | -27.100000 | -2.920000 | 927.999996 |
| Addnode Group B | 11 | -1.590000 | 887.700000 | -33.300000 | -3.620000 | 921.000003 |
| SKF B | 5 | -1.440000 | 905.000000 | -35.000000 | -3.720000 | 940.000000 |
| INVISIO | 16 | 0.880000 | 3648.000000 | -41.000000 | -1.110000 | 3689.000000 |
| Indutrade | 5 | -1.390000 | 1173.500000 | -44.500000 | -3.650000 | 1218.000000 |
| Latour B | 4 | -0.880000 | 808.800000 | -48.200000 | -5.620000 | 857.000000 |
| Bufab | 3 | -1.140000 | 1038.600000 | -70.400000 | -6.350000 | 1109.000001 |
| Vitec Software Group B | 2 | -4.530000 | 1011.000000 | -76.000000 | -6.990000 | 1087.000000 |
| BHG Group | 97 | -1.540000 | 1359.940000 | -99.060000 | -6.790000 | 1458.999989 |
| Hexagon B | 26 | -2.990000 | 3330.600000 | -130.400000 | -3.770000 | 3461.000010 |
| TOTAL | 45040.730000 | -15.270000 | -7.56411% | 45056.000411 |
Updated:¶
'2023-07-05 14:55:55.141936'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
